AI Voice Interview → Transcript Analysis → Investment Decision Report
Automate customer research for M&A due diligence by conducting AI voice interviews, analyzing transcripts for key insights, and generating structured investment reports.
Workflow Steps
Vapi
Conduct automated voice interviews
Set up AI voice agents to call customer references provided by the target company. Configure interview scripts with key questions about product satisfaction, market position, competitive threats, and growth potential. Schedule calls and collect responses automatically.
Whisper AI
Transcribe interview recordings
Process all voice interview recordings through Whisper AI to generate accurate transcripts. Configure the API to handle multiple speakers and industry-specific terminology for clear, searchable text output.
Claude
Extract key insights from transcripts
Use Claude to analyze all interview transcripts simultaneously. Prompt it to identify recurring themes, red flags, competitive advantages, customer satisfaction scores, and market positioning insights. Generate structured data points for analysis.
Notion
Generate comprehensive due diligence report
Create a Notion database template with sections for executive summary, customer feedback themes, risk factors, and investment recommendations. Use Claude's insights to populate the report with data-driven conclusions and supporting evidence from interviews.
Workflow Flow
Step 1
Vapi
Conduct automated voice interviews
Step 2
Whisper AI
Transcribe interview recordings
Step 3
Claude
Extract key insights from transcripts
Step 4
Notion
Generate comprehensive due diligence report
Why This Works
Combines the scale of AI voice agents with advanced language models to process qualitative feedback at a fraction of traditional consultant costs, while maintaining thorough analysis.
Best For
Private equity firms conducting customer research for acquisition targets
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